Microsoft Dynamics 365 for Sales (MB-210)

This course provides students with a detailed hands-on experience of the Sales features and components of Microsoft Dynamics 365.

Attendees of this course will gain an in-depth understanding into the management of the Sales Pipeline in Dynamics 365, including Lead and Opportunity management, working with the Sales Order Process, the Product Catalog, Quotes, Orders and Invoices.

Sales Insights, Sales Data Analysis, AI features, Sales Reports, Goals, Playbooks Charts and Dashboards are also presented.

The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments.

Convenient Ways To Attend This Instructor-Led Course


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In the Classroom

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Virtual Live Training

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Corporate Training

COURSE OVERVIEW

You’ll gain a deep understanding of configuring and expanding the core functionality of leads, accounts, opportunities, and supporting entities to map sales processes in place.You’ll learn to implement solutions that support a sales life cycle to run effectively and efficiently.

Once you have completed the course, edlinqs will assist in certification.

The course applies to both Business and Enterprise Editions of Dynamics 365 as well as Online and On-premise deployments.

What You’ll Learn

Course Duration : 35 Hours
This module provides the attendee with an introduction to the concept of Sales in Microsoft Dynamics 365.
  • Sales Order Process Scenarios
  • An Introduction to Sales in Dynamics 365
  • The Dynamics 365 Platform
  • Dynamics 365 Sales Fundamentals
  • Security Considerations
  • Where to get Help
  • Further Reading and Resources
This module presents the Lead Management Process in Dynamics 365. We examine the process to create and assign Lead records, how to create Leads from Activities and how to qualify and disqualify Leads. We also look at the various stages of the Lead to Opportunity Sales Process in Dynamics 365.
  • The Lead Management Process
  • Working with Lead Records
  • Working with the Lead Form
  • Lead Assignment
  • Leads and Activities
  • Qualifying a Lead
  • Disqualifying a Lead
This module presents the concepts of Opportunities in Dynamics 365. We examine the Opportunity Views and Forms, and the Opportunity Sales Process when closing an Opportunity record. We also look at Resolution Activities and how they influence the Sales Order Process.
  • Introduction to Opportunities
  • The Opportunity Views
  • The Opportunity Form
  • Opportunity Sales Process
  • Closing an Opportunity
  • Resolution Activities
In this module we will start to look at the Product Catalogue in Dynamics 365. We look at how to create Products and configure Unit Groups and Price Lists. Finally, we look at Product Properties, Product Bundles and Product Families.
  • Introduction to the Product Catalogue
  • Adding Products
  • Configuring Unit Groups
  • Price Lists and Price List Items
  • Product Properties, Bundles and Families
This module presents Quotes, Orders and Invoices in Microsoft Dynamics 365. We look at how to add Products from the Product Catalogue to Opportunities and Quotes, and when to use ‘write-in’ Products. This module also steps through the process to convert Quotes to Orders, Order fulfillment and the procedure of Invoice management.
  • Introduction to Order Processing
  • Adding Products to an Opportunity
  • Working with Quotes
  • Working with Orders
  • Working with Invoices
This module looks at the different methods available to analyze sales information that is stored in Dynamics 365. We look at the out of the box sales reports and the process to create a custom report using the Dynamics 365 Report Wizard. This module also demonstrates the Chart and Dashboard designer, as well as reviewing the out of the box sales dashboards to analyze service data.
  • Introduction to Sales Analysis in Dynamics 365
  • The Sales Reports
  • The Reporting Wizard
  • Working with Sales Charts
  • Working with Sales Dashboards
  • Working with Sales Goals and Metrics

Labs

Classroom Live Labs
Sales in Dynamics 365 Orientation
  • Exploring Sales in Dynamics 365
Working with Leads
  • Create a Lead record
  • Update a Lead record
  • Qualify a Lead to an Opportunity record
  • Disqualify a Lead record
  • Convert an Email activity to a Lead record
Working with Opportunities
  • Working on Opportunities
  • Closing an Opportunity as Lost
  • Closing an Opportunity as Won
Configuring the Product Catalog
  • Configure Unit Groups
  • Add a Product
  • Create and Configure a Price List
Working with the Product Catalog
  • Clone a Product
  • Create a Product Bundle
  • Create a Product Family
Working with Quotes, Orders and Invoices
  • Add Products to an Opportunity
  • Add a Quote to an Opportunity
  • Convert a Quote to an Order and Invoice
Explore the Sales Reports
  • Exploring the Sales Pipeline Report
  • Exploring the Quote Report
Sales Goals and Metrics
  • Create Goals for the Sales Team
  • Create a Personal View
  • View Sales Goals and Chart
Explore the Sales Charts and Dashboards
  • Explore the Lead and Opportunity Charts
  • Create a custom Sales Chart
  • Explore the Sales Dashboards
  • Create a custom Sales Dashboard

SCHEDULE

November
2020-11-09
December
2020-12-14
January
2021-01-11
February
2021-02-15

MORE DETAILS

This course is intended for Sales Representatives (SR), Sales Managers and End-users who have an interest in the Sales components of Dynamics 365. Students should have an existing working knowledge of either Microsoft Dynamics 365 or Microsoft Dynamics CRM.

Strong Business Knowledge, Preferable First-person sales Experience.

The familiarity of business applications and the desire to customize and implement them for business.Should Have completed MB-200